White Oak Accounting Solutions, LLC
White Oak has been taking care of my accounting needs, payroll and taxation very diligently. Their knowledge of the requirements and processes is very good which helps me focus on my business without worrying about the accounting and financial compliance. They are pro-active to ensure timely compliance and have been a trusted partner; for professionalism, competency and good customer service.Aug 30, 2019Review from GoogleWhite Oak Accounting Solutions, LLC's reply
Thank you so much for your positive feedback and for taking the time to post this review. I'm so glad that you're happy with the professional services.We will continue to provide more valuable advices so your business can reach new heights. Thanks again for your review.
We use White Oak as our outsourced accountant and CFO. Suruchi has been very efficient and forthcoming in her guidance, making sure that our profit forecasts are on track. We highly recommend using White Oak Accounting Solutions.Partner Red House Investments LLCSep 8, 2019Review from Google
Great accountant!Aug 20, 2019Review from GoogleWhite Oak Accounting Solutions, LLC's reply
Very professional and very knowledgeable. Also, very easy to work with. I would recommend her and her company to anyone. I am happy with everything that was done for me. A+Jan 11, 2020VerifiedWhite Oak Accounting Solutions, LLC's reply
Thank you for taking time to write the review. I have enjoyed working with you and look forward to helping you in future.
Excellent professionals to work with, timely follow up, accuracy and knowledge of new and old tax codes to simplify the complicated business we run!Thank you! Wont go back to other firm we were with!Aug 26, 2019Review from GoogleWhite Oak Accounting Solutions, LLC's reply
Thank you for your trust. It’s been great working with you!
License Type: CPA – Certified Public Accountant (NC)
- What should the customer know about your pricing (e.g., discounts, fees)?I charge between $80-$100/ hr and would be happy to give you a free estimate. No job is too small for me.
- What is your typical process for working with a new customer?I schedule a free initial consultation which gives me a chance to learn more about the businesses needs so I can make recommendations that meets their budget. This also give the small business a chance to get to know me and my working style.
- What education and/or training do you have that relates to your work?I am a CPA, an MBA in finance and a certified Quickbooks online proadvisor. I do my continuing professional education every yea and also attend accounting and tax conferences to exchange ideas and keep my self up to date with current regulations.